Skip to content
  • Debatforum
  • Seneste
  • Populære
  • Bruger
Temaer
  • Light
  • Dark

Kollaps
FORSIDEN
Log ind Opret konto

Genmab — Januar 2016

Planlagt Fastgjort Låst Flyttet Genmab
1.4k Indlæg 1 Posters 0 Visninger
  • Ældste til nyeste
  • Nyeste til ældste
  • Most Votes
Svar
  • Svar som emne
Login for at svare
Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • BulderB Offline
    BulderB Offline
    Bulder
    wrote on sidst redigeret af
    #1206

    "... which we believe will be a big succes" 🙂

    1 Reply Last reply
    0
    • J Offline
      J Offline
      jkj
      wrote on sidst redigeret af
      #1207

      Goldman Sachs reckons newly launched multiple myeloma treatment Darzalex (daratumumab) "represents a blockbuster opportunity and we model $2bn by 2020". It's early days, but initial sales will be visible in the Q4 numbers.

      1 Reply Last reply
      0
      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #1208

        Det skulle meget gerne blive til meget mere i 2020. Ellers er dagens kurs jo allerede for høj.

        1 Reply Last reply
        0
        • J Offline
          J Offline
          JKY_VH
          wrote on sidst redigeret af
          #1209

          Ja Bulder, men vi kender jo GS.

          1 Reply Last reply
          0
          • BudweisB Offline
            BudweisB Offline
            Budweis
            wrote on sidst redigeret af
            #1210

            Johnson & Johnson (JNJ) Alex Gorsky on Q4 2015 Results - Earnings Call Transcript - http://seekingalpha.com/article/3835816-johnson-and-johnson-jnj-alex-gorsky-q4-2015-results-earnings-call-transcript

            1 Reply Last reply
            0
            • BudweisB Offline
              BudweisB Offline
              Budweis
              wrote on sidst redigeret af
              #1211

              I would first like to address our cash position and remind you about our capital allocation approach. At the end of the quarter we had approximately $18.5 billion of net cash, which consists of approximately $38.5 billion of cash and marketable securities and approximately $20 billion of debt. This is a higher level of cash than we typically hold. And as Alex said earlier, we are actively looking for the right opportunities to deploy that capital to create greater value for our shareholders.

              1 Reply Last reply
              0
              • BudweisB Offline
                BudweisB Offline
                Budweis
                wrote on sidst redigeret af
                #1212

                But we are patient. We are seeking companies with a mutual desire to partner. And we'll only act when we see the right value creating deal at the right price with the right partners.

                1 Reply Last reply
                0
                • BudweisB Offline
                  BudweisB Offline
                  Budweis
                  wrote on sidst redigeret af
                  #1213

                  Yeah, Glenn, look, we're fortunate in that because of our strong performance, our strong cash flows, that our balance sheet is actually quite strong. I also believe that if you look at our track record of how we've utilized that cash to make the right capital investments in companies, that we've been successful with that. And look, we think that there's opportunities across all three of our different sectors.

                  1 Reply Last reply
                  0
                  • BudweisB Offline
                    BudweisB Offline
                    Budweis
                    wrote on sidst redigeret af
                    #1214

                    And it's not an algorithm per se, as we decide which and where to invest, but rather it really depends on the opportunity. And many of the factors that Dominic described earlier, as far as what are the specific platforms that we're looking at? Where is the partner in terms of their decision making, what they want to do with the business? And frankly what the competitive environment is like?

                    1 Reply Last reply
                    0
                    • BudweisB Offline
                      BudweisB Offline
                      Budweis
                      wrote on sidst redigeret af
                      #1215

                      So we think that there are opportunities. We intend to be quite active as we look at 2016 and beyond in a manner that's been consistent with our track record in that area.

                      1 Reply Last reply
                      0
                      • bongobobB Offline
                        bongobobB Offline
                        bongobob
                        wrote on sidst redigeret af
                        #1216

                        Jeg ved ikke rigtig. Det læses som JJ er bange for at tabe en bud krig igen. Hvis GEN vil sælges er der købere nok, jeg tror bare ikke Jan er interesseret. Jeg håber der kommer lidt stærkere signaler om fremtidig strategi på generalforsamlingen.

                        1 Reply Last reply
                        0
                        • S Offline
                          S Offline
                          Sukkeralf
                          wrote on sidst redigeret af
                          #1217

                          Link Preview Image
                          Besparelser og store opkøb på dagsordenen hos J&J

                          Den store life science-koncern Johnson & Johnson beroliger markedet med omfattende besparelser, der skal sikre indtjeningen, og melder samtidig om en trecifret milliardsum i kontanter, som man gerne vil bruge.

                          favicon

                          (medwatch.dk)

                          1 Reply Last reply
                          0
                          • M Offline
                            M Offline
                            Mcjean
                            wrote on sidst redigeret af
                            #1218

                            Spændende, men så længe JDW sidder på magten og har opbakning i "iglerbestyrelsen" som tjener gode penge uden at yde en skid så bliver butikken ikke solgt. Iglerne vil jo ikke miste deres fine indtægt. Måske vi skulle kræve biksen solgt til næste generelforsamling for rette pris, hvilket dog ikke vil være en fordel for aktionærer med lang tidshorisont.

                            1 Reply Last reply
                            0
                            • S Offline
                              S Offline
                              Sukkeralf
                              wrote on sidst redigeret af
                              #1219

                              Så gik vi i minus efter en ellers fin start !! Jeg ser nu stadig helst at de ikke bliver solgt m.m. prisen er høj - og det tror jeg ikke vi ser på nuværende tidspunkt.

                              1 Reply Last reply
                              0
                              • O Offline
                                O Offline
                                OHW
                                wrote on sidst redigeret af
                                #1220

                                Der er nok en del der havde sat næsen op efter mere markante udmeldinger om Dara i går og så nu letter lidt på beholdningen.

                                1 Reply Last reply
                                0
                                • S Offline
                                  S Offline
                                  Sukkeralf
                                  wrote on sidst redigeret af
                                  #1221

                                  Det er desværre
                                  de anonyme der sælger

                                  1 Reply Last reply
                                  0
                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #1222

                                    Prøv at sammenligne graferne for C20, DAX og Gen. De er fuldstændig parallelle. Faldet er generelt i markedet.

                                    1 Reply Last reply
                                    0
                                    • dingleberryD Offline
                                      dingleberryD Offline
                                      dingleberry
                                      wrote on sidst redigeret af
                                      #1223

                                      vi ligger lidt efter de andre pharma'er i DK - mon ikke det er en udenlandsk investor, der reducerer langsomt. GEN plejer jo at kunne følge med de andre uden besvær

                                      1 Reply Last reply
                                      0
                                      • G Offline
                                        G Offline
                                        gentogen
                                        wrote on sidst redigeret af
                                        #1224

                                        Jeg ser også hellere, at vi i givet fald stiller krav om, at 'biksen' ikke sælges...

                                        1 Reply Last reply
                                        0
                                        • dingleberryD Offline
                                          dingleberryD Offline
                                          dingleberry
                                          wrote on sidst redigeret af
                                          #1225

                                          det kunne evt være på baggrund af at JJ og Novartis nu har været ude med Q4, og der ikke var nogle nyheder

                                          1 Reply Last reply
                                          0

                                          Hello! It looks like you're interested in this conversation, but you don't have an account yet.

                                          Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.

                                          With your input, this post could be even better 💗

                                          Tilmeld Log ind

                                          • Log ind

                                          • Har du ikke en konto? Tilmeld

                                          • Login or register to search.
                                          • First post
                                            Last post
                                          0
                                          • Debatforum
                                          • Seneste
                                          • Populære
                                          • Bruger